About the job
Why Choose Mercer Advisors?
For over 40 years, Mercer Advisors has partnered with families to enhance and simplify their financial journeys. Our unique approach combines financial planning, investment management, tax strategies, estate planning, insurance, and more, all managed by a cohesive team. Currently, we proudly support more than 31,300 families across over 90 cities in the U. S. Recognized as the #1 Registered Investment Advisor (RIA) Firm by Barron’s, we are an independent, national fiduciary committed to acting solely in our clients' best interests.
At Mercer Advisors, we foster a distinctive workplace culture that sets us apart within the financial sector. Our workforce and client-facing teams consist of 50% women, underscoring our dedication to diversity. We attract top-tier talent nationwide, with flexible work arrangements and no central headquarters, enabling us to build the best team possible.
Join us to positively influence the financial well-being of families across the nation.
* Mercer Advisors ranks #1 for RIA firms managing up to $70 billion in assets. The Barron’s ranking is based on metrics such as size, growth, service quality, and technology. Participation in the ranking incurs no fee, although Mercer Advisors has paid a fee to Barron’s for marketing use of the ranking. For details on ranking criteria, please see here.
Position Overview: |
Financial planning is the cornerstone of Mercer Advisors. Our Financial Planning Group serves as a centralized team of paraplanners that supports Wealth Management Teams nationwide by crafting tailored, comprehensive personal financial plans. This role entails document analysis, data management, financial plan development, and ongoing maintenance and implementation. Joining the Financial Planning Group presents a remarkable opportunity for individuals aiming to enhance their technical proficiency in preparation for a career in financial planning or as a prospective Wealth Advisor. In this capacity, you will develop comprehensive financial planning modules utilizing cutting-edge software and proprietary tools. You will work collaboratively with in-house experts in investments, tax strategies, estate planning, and insurance solutions. Success in this position demands a genuine enthusiasm for financial planning. |
